Sagewood Asset Management’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.99M Sell
17,705
-213
-1% -$68.2K 1.35% 12
2026
Q1
$5.42M Sell
17,918
-97
-0.5% -$32.5K 1.7% 13
2025
Q4
$6.66M Buy
+18,015
New +$6.45M 2.37% 10

Other funds holding AXP

Sagewood Asset Management's AXP Position: Q2 2026 in Review

Sagewood Asset Management reduced its American Express (AXP) stake by 1.2% in Q2 2026, selling an estimated $68.2K and leaving 17,705 shares worth $5.99M. The position accounts for 1.35% of the portfolio, ranked #12.

Sagewood Asset Management first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.66M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Sagewood Asset Management held 17,705 shares of American Express worth $5.99M as of Q2 2026.
  • Sagewood Asset Management sold 213 American Express shares in Q2 2026, an estimated $68.2K.
  • American Express made up 1.35% of Sagewood Asset Management's portfolio in Q2 2026, its #12 holding.
  • Sagewood Asset Management first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • Sagewood Asset Management's American Express position peaked at $6.66M in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.